This guide has been created for organizations looking at the
most effective ways to leverage their investment in Office 365.
It is meant to be used as a step-by-step guide, whereby you
can ensure that your organization can first identify, and then
execute specific tasks that will have the greatest positive effect
on your organization.
And remember, you are not in this alone. There are thousands
of organizations just like yours who are currently launching
Office 365 and you can connect with them in this community.
Change the way you work, because the way you work impacts
the work you do.
2. 32
Preface
Join the Driving Adoption Community
http://aka.ms/driveadoption
The way that people connect in their personal and professional
lives has fundamentally changed in the last few years – the
world has become one giant network. People now expect to be
able to get things done at work in the same way.
Office 365 allows your organization to become more
connected, collaborative and structured in how work gets
done. But it can only do that if you take the people in your
organization on that journey with you.
This guide has been created for organizations looking at the
most effective ways to leverage their investment in Office 365.
It is meant to be used as a step-by-step guide, whereby you
can ensure that your organization can first identify, and then
execute specific tasks that will have the greatest positive effect
on your organization.
Microsoft has harnessed years of experiences of working with
Office 365 customer journeys, to create a usable guide, based
on real-world experiences, from real-world companies.
We hope it inspires you with what is possible, and that you use
and share it with the people in your organization. We welcome
your feedback on it, through the Drive Adoption Community at:
http://aka.ms/driveadoption
And remember, you are not in this alone. There are thousands
of organizations just like yours who are currently launching
Office 365 and you can connect with them in this community.
Change the way you work, because the way you work impacts
the work you do.
3. BOOST
U
SER
ENGAGEMENT AND DRIVE ADOPTION
MEASURE, SHARE, SUCCESS, AND ITERATE
MANAGE AND PREPARE FOR CHANGE
4
EXECUTESUCCESSPLAN
TECH
N
ICALONBOARDING
PEOPLE
O
N
BOARDING
1
3
CREATE2
IDENTIFY/PRIORITIZE
IDENTIFY
SUCCESS PLAN
BUSINESS SCENARIOS
KEYSTAKEHOLDERS
ONBOARD
DR
IVE VALUE
EN
VISION
4 5
Achieving success with Office 365 means making sure it helps everyone in your organization achieve more with their work.
Before rolling out Office 365, take a step back and think about why your organization purchased it in the first place.
Was it led by specific technical requirements, as part of the IT upgrade cycle, or did you discover specific needs within
the business?
Driving adoption comes from the understanding of your business challenges and addressing these with
Office 365 solutions. It is about ensuring that people across your organization understand the benefits and embrace
the solutions you provide. People naturally resist change, so they need to know what’s in it for them.
At Microsoft, we want you to make the most of your investment in Office 365 and planning is key to achieving this.
The sole purpose of this Adoption Guide is to assist you in the adoption process.
It has been separated into three key phases:
01
Phase 1: Envision
Identify key stakeholders, assemble your team, identify and prioritize Business Scenarios,
and collaborate with key stakeholders to create a Success Plan for the adoption of
Office 365 in your organization.
Phase 2: Onboard
Execute your Success Plan to onboard your organization to the technology, and help
your people work in a new way. Start with an early adoption program and then expand
to cover your whole organization.
02
Phase 3: Drive Value
Realize ongoing value from your Office 365 investment by continuing to boost user
engagement and drive adoption. Manage and prepare for change by measuring and
sharing the success of Office 365, while understanding where to iterate for future
improvements.
03
Learn more about the critical success factors impacting Office 365 adoption:
https://aka.ms/successfactors
FastTrack
4. Moving at the pace of change, and not breaking the
business was really important to us. Our partnership
with the FastTrack team was fantastic. They helped
us work through lots of our onboarding challenges,
as well as strategically how to setup our business
processes and business change.
– Omar Bhatti Senior Principal, CSC
76
We’ll get you there with
the FastTrack Center
The FastTrack Center is a team of hundreds of engineers who are committed to providing IT
professionals and partners all over the world with the best Office 365 experience.
If you are an Office 365 customer with at least 50 licenses on an eligible plan, you can
request onboarding to receive remote and personalized assistance. Our FastTrack engineers
will help you plan your Office 365 project, assess your technical environment, provide
remediation guidance, migrate data to Office 365* and provide user adoption assistance.
Meet the FastTrack Center Video: http://aka.ms/meetfasttrack
Get started today
http://fasttrack.microsoft.com
We’ll get you there with the FastTrack Center
* Migration services available for customers with 150+ eligible licenses
Phase 01.
Envision
Assembling the correct team and ensuring
that you have a list of business goals that
you want to achieve with the help of
Office 365 is very important throughout
your launch and rollout planning. This is
how you make Office 365 relevant to your
people and it will also help secure buy-in
across your organization.
In this phase, you will learn how to select
the right people within your organization
to help achieve success with Office 365,
create your own list of Office 365 Business
Scenarios, and create a Success Plan
directly aligned to achieving your specific
business goals.
Phase 01: Envision
5. Role Responsibilities Department
Executive sponsor Communicate high-level vision and values of Office 365 to the company Executive Leadership
Success Owner Ensure the business goals are realized for an Office 365 rollout Any Department
Champions Help evangelize Office 365 and deal with objections from end users Any Department (Staff)
Project Manager Oversee the entire Office 365 launch execution and rollout process Project Management
Training Lead Manage the training program and/or resources for your Office 365 rollout IT and/or Human Resources
Department Leads
Identify how specific departments will use Office 365 and encourage
engagement
Any Department (Management)
IT Specialist Oversee all technical aspects of the rollout IT
HR Manager Integrate Office 365 into HR processes and manage HR content on Office 365 Human Resources (Management)
Communication Lead Oversee company-wide communications about Office 365 IT and/or Corporate Comms
Community Manager
Manage day-to-day Yammer network activity; provide guidance and best
practices
IT and/or Corporate Comms
SharePoint Site Manager
Help manage SharePoint site strategy for the organization, serve as the link
between business side and IT
IT and/or Staff
KeyRoles
98
Identify Key
Stakeholders
and
Assemble
your Team
The first rule of a successful adoption is to create a dynamic
team comprised of key stakeholders and the right people
that can drive and effect change in others. A successful
adoption strategy starts with a team of committed individuals
representing a cross-section of your organization.
Use the table to understand the different stakeholders and
their role and responsibilities in a successful Office 365 roll-
out.
Step 01: Identify Key Stakeholders and Assemble your Team
To understand the key roles, what’s required from your team and why they are needed, go to:
http://aka.ms/stakeholders
Step 01.
Step 01: Identify Key Stakeholders and Assemble your Team
Tips and Tricks
1. It’s OK to have people on your team performing more than one role.
2. It is important to secure executive sponsors when you identify the important stakeholders within your organization. If
you have the leadership team and key stakeholders on board, there will be significant business commitment to sustain
momentum and achieve end-user adoption.
Warning
Keep in mind that each of these roles are guidelines. Depending on the size and makeup of your organization it is possible
for these roles to overlap or not be necessary.
7. 12 13
What are Success
Owners and
why are they
important?
Setting Success Owners within your organization is important
to ensure the business goals set for Office 365 are realized.
They are responsible for ensuring people use the service and
get value from it.
Success Owners should:
Ensure people use and get value from Office 365
Help ensure the right stakeholders are involved
Translate the business goals your organization has set
for Office 365 into Office 365 scenarios
Ensure communications and training are successfully
implemented
Step 01: What are Success Owners and why are they important?
What are
Champions
and why
are they
important?
Creating and leveraging Office 365 Champions within your
organization is another important stakeholder group in
driving Office 365 adoption.
Gaining buy-in from every user across an organization is a
challenge. Champions can help alleviate this challenge and
play an important role in the adoption of Office 365. They are
knowledgeable, committed to furthering their expertise and
are willing to provide peer coaching and assistance. They help
translate Office 365 into the reality of their department or
team.
Champions should:
Build Your Own Program
For more resources and materials to help you build your own Office 365 Champions, download this guide:
https://aka.ms/office365champions
Evangelize Office 365 and its value across teams
Help people in their team understand what is in it for
them
Build awareness of Office 365 through informal
communication channels
Assist in welcoming new users, providing guidance and
sharing best practices
Provide feedback to project team regarding user
engagement and adoption
Step 01: What are Champions and why are they important?
8. 14 15
Use Office 365 Groups to plan your project and
collaborate on documents related to your Office 365
implementation
Use Microsoft Planner for day-to-day task management
of your Office 365 implementation project
Use Yammer to build, ready and support your
Office 365 Champions community
Use Skype for Business to conduct online meetings with
your project team, capturing meeting minutes
in Microsoft OneNote
Step 01: Using Office 365 to Collaborate with Launch Team Members Step 02: Identify and Prioritize Business Scenarios
Identify and
Prioritize
Business
Scenarios
Step 02. Identifying and defining your Business Scenarios is an important
step in ensuring your organization both realizes full value from
its investment in Office 365 and also achieves a smooth adoption.
Business Scenarios cover the ways your people will use Office 365
to address business challenges or achieve defined goals.
With clear Business Scenarios, you can effectively
measure success and realize tangible results
Help teams understand how Office 365 can help them
achieve more
Business Scenarios can help with awareness and
readiness activities by putting the products in context;
people will know when and how to use them
Using various Office 365 apps and services throughout the
planning and execution of your rollout can add to its success.
You should consider doing this to get the team familiar with the
service so they can effectively evangelize it to colleagues. Some
examples include:
Why Business Scenarios are important:
I have been most gratified by the way the whole
organization came together to achieve this global
transformation.
We had dedicated teams that did a lot of planning
up front. And Yammer proved itself as a perfect
grassroots change agent; teams formed dynamically
and worked alongside the implementation groups
in each country. Conversations started all over the
place, and this turned out to be a fantastic channel
for end-user support.
By the time the Office 365 deployment was complete,
I wondered how we could have got on without this
tool.
– Andy Tidd, CIO, ABB
Using
Office 365 to
Collaborate
with Launch
Team
Members
9. Lean on other's experience. Join the community!
As a part of the Driving Adoption Community in the Microsoft Technology Community, you can talk to thousands of other
Microsoft customers and understand what scenarios have worked for them.
What’s in it for me?
Product Updates
Connect with Engineering
Collaborate with Peers
Start talking to peers today – join the Driving Adoption Community
http://aka.ms/driveadoption
Build Relationships
Additional User Resource
Lean on Other's Experience
16 17Step 02: Identify and Prioritize Business Scenarios
Driving Adoption Community Page
Supporting discussions and best
practice sharing
See Latest Conversations
See what the community
is talking about
Join Spaces
Focused discussions on specific
community topics
Driving Adoption Announcements
See the latest announcements
Community
See who is part of the community
Step 02: Identify and Prioritize Business Scenarios
Find Business Scenarios with the Productivity Library
We have compiled many Business Scenarios within our Productivity Library to help you discover ways to use Office 365 that
can be impactful to your organization.
http://aka.ms/productivitylibrary
10. As someone in...
[Team]
I want to...
[Description of
what I want to do]
Using
[Specific application
of the technology]
I'll know this is
successfull when...
[Solutions succcess
measure]
1918
Identify
Business
Scenarios
To identify the right Business Scenarios, it’s best to involve the
people who are going to drive and support the change
throughout the organization. You’ll want to run a few workshops
inviting the department leads, project managers, IT and other
stakeholders who can help brainstorm how Office 365 can be
used in your organization. The following questions are a great
starting point to identify your Business Scenarios:
What are some of the organization’s challenges relating
to communication and collaboration?
What are the areas in which your organization would
like to improve?
What are the organization's strategic initiatives or
current transformation projects that Office 365 can
support?
What methods of communication and collaboration
are typically better received by your organization than
others?
What is the process for drafting, distributing, and
sharing information?
Step 02: Identify and Prioritize Business Scenarios
As someone in
Sales Management
I want to
have a single version
of the proposal that
everyone can access and
edit rather than emailing
different versions around
the team
Using
a SharePoint site to
centrally store and share
a single version of a sales
proposal that my team
can edit together using
co-authoring in Word and
PowerPoint
I'll know this is
successfull when
my sales team can create
proposals more easily
and therefore have more
time to close deals
To begin to form your own Business Scenarios, consider using
the following framework:
As someone in [TEAM]
I want to [DESCRIPTION OF WHAT I WANT TO DO]
Using [SPECIFIC APPLICATION OF THE TECHNOLOGY]
I’ll know this is successful when [SOLUTION SUCCESS MEASURE]
Not sure
how to
begin?
Step 02: Identify and Prioritize Business Scenarios
Office 365 delivers the technology to improve
international communication and collaboration.
We use video conferencing, presentations, and
desktop sharing to work with our partners.
– Klaus Huelsewiesche, Head of IT Systems for R&D,
Laundry and Home Care at Henkel
11. Low
Med
High
Impact
Difficulty
Low Med High
Instant
Messaging
for all
Replace traditional
phone system with
Cloud PBX
HR Policy review
workflow
Product training in
Office Video
Email in
the cloud
New Hire
Yammer Group
2120
Prioritize
Business
Scenarios
As Office 365 can make a positive impact right across your
business, it is important that you prioritize your many Business
Scenarios to ensure that you understand where to place your
focus first.
Step 02: Identify and Prioritize Business Scenarios
How to
Prioritize
Your
Scenarios
Refer to the graph below and plot your Business Scenarios
on the chart according to the level of expected impact on
the organization and how difficult it is to achieve. Here, you
can understand what scenarios will provide the highest level
of impact the fastest, and also help to determine the harder
projects that may be important, but will need more planning.
Tips and Tricks
It’s helpful to think about what is going to deliver the most value to your people first. Some of the things you might think
of doing right away (e.g mail migration), might not deliver immediate visible value. It might be worth focusing on getting
quicker, visible wins first (e.g getting everyone access to instant messaging).
Step 02: Identify and Prioritize Business Scenarios
12. 2322
Define Your
Success
Criteria
When you develop your ideal Business Scenarios, it’s critical to
come up with a formal set of success criteria to measure the
impact of your Office 365 rollout.
Identify business Key Performance Indicators (KPIs) that
may improve based on your organization adopting
various Business Scenarios (e.g. reduced costs,
increased customer satisfaction, improved employee
engagement, decreased time to process an order)
Evaluate where you are before implementing
Office 365. Establish your KPI benchmarks and baseline
your user’s current knowledge of Office 365
Choose criteria that will help you showcase the impact
Office 365 is having on your organization to the
leadership team
Step 02: Define Your Success Criteria
How to define your success criteria:
You’ll need to determine what should be measured and how you
will go about collecting both quantitative and qualitative data.
Think about the following to help when determining your
success criteria:
Use the
SMART
Mnemonic
to Guide
You
As you draft your success criteria, use the SMART mnemonic
to guide you in setting goals that are impactful:
Clear and unambiguous; answers the questions,
"What, why, who, where?"
Specific:
Concrete; clearly demonstrates progess.
Measurable:
Realistic; not extreme.
Attainable:
Matters to stakeholders.
Relevant:
Grounded to a specific target date; answers the question,
"When?"
Timely:
Step 02: Define Your Success Criteria
13. Success Criteria Method/Source Metrics Example Goal
Increased adoption
Increased usage correlates to user
adoption of the technology.
Quantitative
Office 365 reports
Mailbox usage
SharePoint usage
Skype for Business IMs and
conferences
Minutes of Skype for Business
audio used
Comparison of pre- and post-
rollout usage reports will show
increasing adoption of 10% per
month.
Training effectiveness
Increased usage correlates to
training effectiveness.
Quantitative
Office 365 reports
Qualitative
End-user surveys
Yammer groups and feedback
Mailbox usage
SharePoint usage
Skype for Business IMs and
conferences
Minutes of Skype for Business
audio used
Employee satisfaction
Comparison of pre- and post-
training usage reports will show
increasing adoption per month.
Employee net user satisfaction
score is 130+ based on the final
training survey.
Reduced operating costs
Increased adoption correlates to
reduced third-party conferencing
usage, travel time, and resource
allocation.
Quantitative
Office 365 reporting
Finance/accounting reports
Help desk reports
Travel and phone expense reports
Output measures
Mailbox usage
SharePoint usage
Audio conferencing billing
and usage
Travel and phone expenses
Help desk calls
Comparison of pre- and post-
Office 365 reports will show cost
savings.
Post-roll-out usage of third party
phone conferencing should show
decreasing usage of 10% per
month.
Increased productivity
Increased adoption correlates to
faster communication and decision
making, shorter time to complete
tasks.
Qualitative
End user surveys
Yammer groups and feedback
Time required to complete
projects
Time to complete customer orders
should drop by 15% within 6
months.
Improved collaboration
Increased cross-team and cross-
location communications.
Qualitative
End user surveys
Yammer groups and feedback
Employee satisfaction
Time saved
Teams that work from multiple
locations will report improved
feelings of connection with their
teammates within 3 months of the
Skype for Business roll-out.
Improved employee satisfaction
Flexible working options improve
employee satisfaction through
increased engagement, reduced
stress, improved work-life balance.
Qualitative
End user surveys
Yammer groups and feedback
Employee satisfaction Employee satisfaction improves by
15% within 6 months.
24 25
Success Criteria
Examples
To help you set your success criteria consider some
of the examples below:
Step 02: Success Criteria Examples
Create a
Success Plan
Step 03. A Success Plan is critical to your rollout as it provides you with
a roadmap to realizing your goals with Office 365.
How to create your Success Plan
Step 03: Create a Success Plan
05.
Enter Success Criteria
under “Benefits”
06.
Add project stakeholders to the
plan on the “Team” tab.
01. Log into the FastTrack site using your Office 365
02. Click “Start a new plan” to get going on your Success Plan.
03. Click the “Business Case” tile on the Success Plan home page.
04.
Select Business Scenarios
http://www.fasttrack.microsoft.comorganization ID.
14. Learn how Henkel planned for Office 365 success
Common approach
End-user focus is an after-thought. For instance 'an email
with a link to training'
Ideal approach
End-user adoption is a parallel, integrated work stream
with deployment
Rollout Timeline Rollout Timeline
RolloutResources
RolloutResources
User focused planning & activities Adoption TrajectoryTechnical deployment planning & execution
26 27
You Are
Now Ready
to Plan Your
Adoption
Activities
When planning your adoption effort, it is important to have a
view that extends past your initial launch. Many organizations
treat end-user adoption as an afterthought, as it is a common
belief that new technology will simply be used if it is available.
However, it needs to be thought of as the foundation that
you can build upon. People can be resistant to change, which
makes this step critical to plan for and initiate in parallel with
your technology deployment planning – so keep it up! You are
on your way to creating a great Success Plan.
Step 03: Create a Success Plan
CIO Executive Board Business Productivity Database
Typically, only 34% of users are willing
to use new technology rollouts
There are a range of activities, templates, event and training
tips that will help you in planning for a successful Office 365
adoption. While it is ideal to utilize each of these resources to
achieve maximum adoption, we understand that it is not always
practical based on timelines and resources.
You will see both critical activities and some additional activities
we’d recommend for optimal results.
Step 03: Create a Success Plan
http://aka.ms/adoptionexcellence
Henkel: Adoption Excellence
Customer
Success
Story
Adoption
Activities
15. Critical
Success
Activities
Posters, booklets and print
http://aka.ms/drivevalue
Colaborate on content
With Office apps for desktop and mobile, you can keep connected easily and share your content on OneDrive
for Business and SharePoint Online. Collaborate with the people you rely on to get things done, at the office
or on the go. Work with your team on a project, share reports with a partner, or connect with your
customers—from virtually any device.
Access and share files
from anywhere
Work better
together
Elevate teamwork
Training
Visit the Office 365 Training Center at
aka.ms/o365learning. <If available, add
links to your organization’s internal
training resources.>
Learn what you can do with Office 365
Community Events
<Add links to your Office 365
communities or Yammer groups.>
<Tell people about your upcoming
Office 365 events. For example, “Join
our weekly lunch and learn every
Monday at noon in the cafeteria.”>
Get it done from anywhere
Ready to do your best work wherever you happen to be? With Office 365 you can
get work done from anywhere, without missing a beat.
Get Office on your
favorite devices
Work where you are
Work together
seamlessly
Training
Visit the Office 365 Training Center at
aka.ms/o365learning. <If available, add
links to your organization’s internal
training resources.>
Learn what you can do with Office 365
Community Events
<Add links to your Office 365
communities or Yammer groups.>
<Tell people about your upcoming
Office 365 events. For example, “Join
our weekly lunch and learn every
Monday at noon in the cafeteria.”>
Countdown and Announcement emails
http://aka.ms/drivevalue
Tips and Tricks email series
http://aka.ms/drivevalue
2928
Communication & Awareness
Use a communication strategy to generate awareness and
excitement. Before the service becomes available, you want
your people to be excited by the fact that it is coming, and
then keep them interested in using it after you’ve launched.
Ensure you take into account your staff when putting
together the messaging, as you need to help them
identify “What’s in it for me?"
Pick a mix of activities including email, posters and
physical events (maybe even cupcakes!) and plot them
out along the timeline of your project
Schedule events where people can touch the products
and ask questions
Tailor your activities of driving awareness to your
company and culture
Having a leader send out a communication announcing
O365, kick off a launch event, or share the benefits
during an all-hands meeting will go a long way in
validating its importance and getting everyone onboard
with using the new technology
Critical
Success
Activities
Step 03: Communication & Awareness Step 03: Communication & Awareness
Help Desk
Readiness
Use this guide to help get your help desk ready to
troubleshoot any Office 365 issues or questions that your
users may have.
http://aka.ms/helpdeskready
We don’t need to innovate around
Office 365. We’ll leave that to
Microsoft. Our job is to adopt the
technology as quickly as we can,
and to stay focused on using it to
deliver value to our clients.
– Darren Russell, Digital, Transformation
Learn more:
http://aka.ms/officeblogs/adoption
Director, Mott MacDonald
16. 30 31
Launch
Events
Consider your goals for using Office 365. How can
your launch event support these objectives and these
particular parts of the business?
Consider your company culture. What types of activities
will resonate with your leadership and your employees?
Consider your time and resources. Can you mix and
match different event activities to plan something that
suits your needs and fits into your schedule?
Consider existing company events. Is there an upcoming
company event near the roll-out of Office 365 that could
incorporate your launch?
How to choose your launch event
Step 03: Engagement Events
Critical
Success
Activities
Resources and tactics for an effective launch
We have put together some resources, ideas and tactics to help
you create an effective Office 365 launch below.
Planning Team and Champions wear Office 365 t-shirts,
order at https://www.co-store.com/iw (US customers only)
Office 365 banners, posters and leaflets displayed
throughout the offices
Demo booths in cafeteria/foyer to showcase the various
Office 365 tools and features, and to provide hands-on
experience
Run online engagement events using Skype Meeting
Broadcast for team members in remote offices
Training
Get people up and running quickly! Training is critical to ensure
that new users have the knowledge and information necessary
to get the most out of Office 365. The “Why?” should be the
most important aspect of your training. If your end users
are new to Office 365, your training should do more than
simply introduce them to procedural “how-to” information
for performing tasks. They need to know why the change is
happening, what’s in it for them, and why they’re being asked
to change.
When you are putting together your training program, you
will need to take into consideration:
The current productivity system you are running
If you are currently running a productivity system, you
may need to spend an increased effort in the training
stage, as it will require a change in behavior
The technology literacy of staff
You need to understand how tech-savvy your staff are
when planning your training program. This will help to
determine how easily they will pick up new ways
in which to work
Other initiatives that are concurrently running in the
business
It is important to understand what other programs
are currently running in the business to ensure that
you are not overwhelming your staff and there isn’t
any confusion with the learning of new ways to work
The best way of delivery
It is important to understand what is the best way to
deliver specific training for your organization, whether
it be through consumable microlearning, in-person or
through assisted or unassisted online tutorials
Step 03: Training
Critical
Success
Activities
17. Step 03: Training
Critical
Success
Activities
Productivity Training
Scenario based training to ready your people to maximize their
productivity with Office 365.
Video Training
Scenario-based
http://aka.ms/productivitytraining
Straight forward
Using plain language
Product Training
Product based training to help ready your people to use the
services and apps effectively.
Available online
Article style
http://aka.ms/o365producttraining
Snackable in size
Detailed in approach
Quick Start Guides
Product Specific Quick Start Guides serve as a concise
introduction to the basics of the updated versions of Word,
Excel, PowerPoint, Outlook, and OneNote for Windows PCs.
http://aka.ms/quickstart
Word 2016
Quick Start Guide
New to Word 2016? Use this guide to learn the basics.
Explore the ribbon
See what Word can do by clicking the
ribbon tabs and exploring available tools.
Quick Access Toolbar
Keep favorite commands
permanently visible.
Navigate with ease
Use the optional, resizable sidebar to
manage long or complex documents.
Discover contextual commands
Select tables, pictures, or other objects
in a document to reveal additional tabs.
Share your work with others
Invite other people to view and
edit cloud-based documents.
Show or hide the ribbon
Click the pin icon to keep the
ribbon displayed, or hide it
again by clicking the arrow.
Change your view
Click the status bar buttons to
switch between view options, or
use the zoom slider to magnify
the page display to your liking.
Format with the Mini Toolbar
Click or right-click text and objects to
quickly format them in place.
Status bar shortcuts
Click any status bar indicator to
navigate your document, view word
count statistics, or check your spelling.
Find whatever you need
Look up Word commands,
get Help, or search the Web.
Excel 2016
Quick Start Guide
New to Excel 2016? Use this guide to learn the basics.
Explore the ribbon
See what Excel can do by clicking the
ribbon tabs and exploring available tools.
Quick Access Toolbar
Keep favorite commands
permanently visible.
Discover contextual commands
Select tables, charts, or other objects
in a workbook to reveal additional tabs.
Share your work with others
Invite other people to view and
edit cloud-based workbooks.
Find whatever you need
Look up Excel commands,
get Help, or search the Web.
Switch or create sheets
Click the sheet tabs to switch
between workbook sheets or
to create new ones.
Change your view
Click the status bar buttons to
switch between view options, or
use the zoom slider to magnify
the sheet display to your liking.
Show or hide the ribbon
Click the pin icon to keep the
ribbon displayed, or hide it
again by clicking the arrow.
Insert and edit functions
Use the formula bar to view or
edit the selected cell or to insert
functions into your formulas.
Customize charts
Select a chart to quickly add,
change, or remove any existing
chart elements and formatting.
Card based
Customizable
Short, simple, and
easy to consume
Provides first-day activities,
setup, sign-in, next steps
Cover top 3-5 tasks
Office Training Center Bill of Materials (BoM)
Use this to help pinpoint exactly what you need among all of
the available training content.
http://aka.ms/officebom
3332
Build a
Champions
Program
Champions are passionate and excited to evangelize and help
their peers learn more effective solutions. They can help reduce
the strain on the resources of the core project team and drive
engagement throughout the community.
They create the groundswell and enthusiasm that grows
adoption of improved ways of working
They build a circle of influence amongst their teams
They bring the new ways of working to life across teams
They identify business challenges and possible solutions
They provide feedback to the project team and sponsors
I am the power user. I’m trying to keep it going so
others will do the same. It’s about sharing ideas.
– Paul
It’s a matter of finding those people who are
motivated. I see it as an opportunity. Part of my
job is to encourage community and knowledge
sharing.
– Darren
Why are Champions important?
Step 03: Build a Champions Program
Critical
Success
Activities
18. We connect with an adoption
champion in each business unit,
who sends out weekly emails
on Office 365. Each Office 365
tool has core benefits, and by
taking users on a smooth journey
through them, we are able to
unlock the value in each one.
– Nick Lamshed, Change Manager, Qantas
34 35
How to build
a Champions
Community?
Find enthusiastic Champions who can commit time
and effort
Build a Yammer group for Champions to share updates
and successes
Give lightweight training on core elements of Office 365
Provide materials ready to support their work on the
ground with teams and individuals (e.g. brown bag
sessions)
Ensure a regular rhythm for discussions with the
Champions on what’s working and what’s not
Design a program to engage and recognize their effort,
such as providing privileged access to relevant events,
or speaking engagements
Communicate to individuals about the Champions role
and where they can be found—remember they are not
an IT support function but business representatives
Tips and Tricks
Make the Champions program a must-have in your adoption plan. We’ve found that the most common and effective solution
for people to learn is through their peers. Identify and approach those that are natural leaders or teachers within your
organization, and use them as a base to develop your community.
http://aka.ms/championsguide
Step 03: How to Build a Champions Community?
Critical
Success
Activities
Step 03: Additional Activities
Create a Yammer Group
Create a Yammer group (#O365win) for employees to share
their Office 365 success stories, best practices and to get help
with new features.
Additional
Activities
Incorporate Microsoft’s Office 365 training resources into your
own internal training site.
Training
Contests are a great way to stimulate some healthy
competition between departments across your organization,
and helping drive adoption. Think about some of the features
of Office 365 and how you can create contests, scavenger
hunts, prizes and giveaways that encourage people to interact
with Office 365.
Contests
Play the Office 365 teasing video at your launch event or on a recurring
basis in your cafeteria or near elevators.
http://aka.ms/teaservideo
Office 365 Teaser Video
Find other videos at http://aka.ms/officevideo
19. Workstream Week 1 Week 2 Week 3 Week 4 Week 5 Week 6
(target launch)
Week 7 Week 8 Week 9 Week 10 Week 11 Week 12
Identify Key
Stakeholders
and Assemble Team
Identify and recruit
Success Owner and
Project Manager
Identify and recruit
Executive Sponsor(s), and
fill remaining team roles
Identify and Prioritize
Business Scenarios
Identify and develop
Business Scenarios
Prioritize Business
Scenarios
Define Success
Criteria
Define success criteria/key
performance indicators
(KPI) and establish KPI
benchmarks
Create Success Plan
Begin capturing
your project details
in a Success Plan at
http://fasttrack.
office.com
Finalize your Success Plan
Build your Champions
Program
Identify and recruit
Champions
Create Yammer
Group to support
your Champions
Train Champions and
brainstorm activities
Determine ongoing
champion duties
Finalize champion
launch activities
Get feedback and
success stories from
Champions to use in
launch
Get feedback from
Champions and
iterate program as
necessary
Early Adoption
Program
Recruit program
participants. Set
up a Yammer
group to make
communication and
feedback collection
easy
Circulate a baseline
survey to your
participants. Provide
partipants with activated
Office 365 account to
formally begin your early
adoption program.
Check in with
program participants
to collect informal
feedback
Send out a final
survey and use any
insights gathered to
make adjustments to
your launch.
Communication and
Awareness
Develop
communications
plan and
engagement event
strategy. Develop
communications
materials using the
available templates.
Send a 'countdown email'
to employees
Ensure that Office
365 has a visual
presence throughout
your corporate
offices
Announce upcoming
Office 365 launch on
company intranet.
Prepare for launch
engagement event.
Create a Yammer
group for end users
to share their Office
365 success stories.
Circulate a baseline
survey to end users.
Send an
'Annoucement Email
to let users know
what's available.
Execute launch
engagement event.
Send "Tips and Tricks"
email to end users
Send "Tips and Tricks"
email to end users.
Circulate a post-launch
survey.
Send "Tips and
Tricks" email to
end users
Training
Develop end user
training plan
Set up internal
training site to store
training resources
Train end users Train end users
Setup ongoing
training series
Support
Ready help desk to
support end users
Boost User
Engagement and
Drive Adoption
Prepare and run contests to continue encouraging user engagement
Update and maintain internal training site
Share success stories
Periodically host additional engagement events
Manage and prepare
for change
Monitor the Office 365 Public Roadmap and Office blogs
Communicate to and ready end users for new feature releases
Measure, Share
Success, and Iterate
Collect and report on Office 365 success criteria and Key Performance
Indicators (KPIs)
Capture and share success stories
Roll-out new Business Scenarios
Phase01:EnvisionPhase02:OnboardPhase03:DriveValue
36 37
Office 365 Roll-out Timeline
To help you get started with planning your Office 365 rollout consider the timeline below. Make the necessary
adjustments to build the right timeline for your rollout.
20. 38 39
Onboard your project team and get them excited to help
their colleagues become more productive with Office 365
Identify and Prioritize Business Scenarios
Create your Success Plan on
http://fasttrack.microsoft.com
Complete your project timeline for rolling out Office 365
and begin executing your adoption activities
Phase 01
Checklist
We’ve seen a 73 percent increase in the adoption
rate between doing nothing and running a
structured user journey campaign
– Nick Lamshed, Change Manager, Qantas
Phase 01: Checklist
21. 4140
Phase 02.
Onboard
Now that you have created a solid
Success Plan for the adoption of
Office 365 in your organization, it’s time
to begin onboarding to Office 365 and
introducing your people to this new
way of working.
The most successful technology
implementations focus 80% of their
efforts on people, and 20% of their
efforts on technology. That is
because with any new technology
implementation, behavioral changes
required of end users need to be
managed to ensure success.
In this phase, you will begin executing
your Success Plan to help your people
through this change. Your IT team can
utilize the FastTrack Center to complete
the technical onboarding to Office 365.
Phase 02: Onboard
Early
Adoption
Program
For a successful launch, start your Office 365 rollout with an
early adoption program to gain some initial feedback and then
continue that momentum when rolling out the program across
your entire organization.
While completing the technical onboarding to Office 365, it’s
important to consider running an early adoption program
with a key group of business users, as well as members of the
IT team who will support users. Running this program allows
you to gather feedback on the user experience and get early
success stories that can be used when launching Office 365
across your organization.
An early adoption program will also develop a group of early
adopters to become your Office 365 Champions and support
the broader launch. The program gives you an opportunity to
test the service waters with a trusted group who will be more
flexible if anything goes wrong.
Run your early adoption program during Week 2 of your
Pre-Launch plan.
Phase 02: Early Adoption Program
Tips and Tricks
Overall, when selecting your early adoption program participants, choose people who want the project to be successful.
Your program participants are important influencers and they will share with their colleagues the experience they have
with the rollout.
Use the early adoption program to solve real problems, don’t just kick tires on the technology. Encourage your program
participants to use Office 365 for the Business Scenarios you have prioritized. Look for any changes you need to make
to the scenarios to realize the business outcomes you’ve defined as important for your organization’s adoption of Office 365.
22. 42 43
Users from across different lines of the business and
departments, preferably those that work together on
a project or business process
Likely Champions or leaders who will become advocates
during the broad launch to the entire organization.
Look back at Phase One to review what qualities to look
for in a Champion
Users who typically struggle with technology. It’s important
you understand their needs and address these needs
during the launch
IT/help desk team members who will be supporting users
during the launch
Leave out the CEO and Upper Management. While it can
be tempting to ask for the CEO’s involvement, keeping
them out of the early adoption program gives you an
opportunity to smooth out any issues before they are
exposed during the roll-out
Who to include in your pilot group
Phase 02: Early Adoption Program
Train early adoption program participants around
the selected Business Scenarios, including the
basic scenarios. Check out the available scenarios
communication assets and training resources available
on FastTrack here: http://aka.ms/drivevalue
Actions for a successful early
adoption program:
Begin your Office 365 Champions program. Let your
targeted Champions know about the program and begin
recruiting and readying them to be Champions
Get real-time feedback from early adoption program
participants and adjust your adoption plan based on this
feedback. Try creating a Yammer group for your program
participants, that way others in the program will be able
to see any feedback that is posted and feel encouraged
to add on any of their own thoughts
Be available to receive feedback by staying on Skype
for Business during business office hours to answer any
questions and share tips
Proactively reach out to your program participants for
feedback. Drop by their desk, send an IM, or give them
a call. Remember if no one is giving any feedback, your
program isn’t reaching its potential
Phase 02: Early Adoption Program
23. 44 45
Timeline Workstream Description
Week 1
Communications Develop communications plan and event strategy. Prepare materials.
Training Plan your end-user training program.
Week 2
Communciations Send a 'countdown email' to let your audience know what's coming, set expectations, and spark
interest by focusing on the "What's in it for me?"
Early adoption program Begin your early adoption program by recruiting and training program participants, and establishing an
early adopter program Yammer group.
To gather data about their knowledge of Office 365, circulate a baseline survey shortly before users
participating in your pilot receive activated accounts and devices.
Support Ready your help desk to support end-users, and make sure they know about the Office 365 Help Desk
Troubleshooting Guide.
Week 3
Communications Ensure that Office 365 has a visual presence throughout your corporate offices with posters, flyers, and
teaser videos.
Training Set up an internal team site to store training resources such as getting started guides and tips & tricks.
You can also direct users to Microsoft's public learning center. See Office 365 Learning Center on
http://aka.ms/O365learning
Early adopters program Check in with your early adoption program participants for feedback.
Release a survey halfway through your pilot to gather data about their experiences with Office 365, and
use the results to make any adjustments prior to a general rollout.
Week 4-5
Communications Work with internal communications to make announcements across your company portal, IT portal,
and other internal sites as needed.
Just like with your pilot group, distribute surveys to your entire organization shortly before they receive
their accounts and devices.
Prepare for launch engagement event.
Early adopters program Use a final survey immediately after the pilot period to determine whether you need to make further
adjustments to your general training and awareness materials.
Pre-Launch
In the five weeks leading up to your Launch, take the time to rally
your organization around the Office 365 roll-out by developing
a communication plan, organizing you training preparation, and
running an early adoption program. Check out the timeline below
which will guide you through your Pre-Launch weeks.
Pre-Launch Timeline
Resources & Templates
To help you get the best possible uptake from your Office 365 roll-out we've provided a series of templates and resources.
http://aka.ms/drivevalue
Phase 02: Pre-Launch
Launch
Implementing your Office 365 launch across your entire
organization is a big moment. It’s now time to use all your
previous planning and effort and see your hard work pay off.
Timeline Workstream Description
Week 6
Communications Execute your Office 365 launch event to excite end users. Send out an "Announcement email" to let
users know what's available, how to get started, and where to go to find help and resources.
Training Conduct end-user training
Launch Timeline
Phase 02: Launch
24. 4746
Post-Launch
Now that you have successfully launched Office 365 into
your organization, it is important to continue to engage with
users on their Office 365 experience. Make sure to check in
by providing additional Tips and Tricks and offering on-going
training as needed.
Timeline Workstream Description
Week 8-12
Communications Periodically share tips with end users by using the "Tips and Tricks" email templates to sustain
momentum and broaden the use of Office 365.
After your organization-wide rollout, circulate a final survey to assess end-user knowledge and
experience with Office 365.
Training Continue ongoing end-user training series as applicable
Post-Launch Timeline
Phase 02: Post-Launch
Get it done anywhere
Get the familiar Office experience on all
your devices using a browser or mobile
apps designed to work with Office 365.
Phase 02: Post-Launch
To help Office 365 users get started, we’ve created five basic
scenarios that align broadly with the types of tasks that
employees need to do every day. This includes tasks from
communication via email and calendars, to storing and sharing
files, to holding virtual meetings and collaborating in real time.
See the different scenarios below:
Rollout Resources to Execute Your Plan
Emails and calendar on the go
Get your meetings, contact info, to-do
list, and email on any device so you
can clean up your inbox and manage
urgent matters even when you’re not
at your desk.
Collaborate on content
Store your work files in OneDrive for
Business so you can update and share
them from anywhere, sync files and
work offline, work on documents with
others at the same time, and manage
files with enterprise grade security and
compliance.
Make meetings matter
Use the Office 365 apps to connect with
others and run effective meetings, while
saving time and resources. Use Skype
for Business, Outlook, PowerPoint,
OneNote, and SharePoint Online sites
to collaborate better.
Bring your team together
Get connected to the right people, share
information across teams, and organize
around groups with Yammer Enterprise.
A Yammer Enterprise network helps
build a body of knowledge that’s
instantly accessible by any coworker at
any time and from any device.
25. http//aka.ms/drivevalue
Select the scenario you want and
review the related communication,
event and training resources
4948
Each basic scenario on the FastTrack website includes
templates for email, posters, and flyers, as well as
videos and training resources. You can customize the
templates for your communications plan.
Phase 02: Post-Launch
Use the basic scenarios as a starting point
for creating your communication and
training strategy.
Translate the basic scenarios into things that solve
real business problems
Decide which scenarios make sense for your
company to promote in your Office 365 launch
Use the resources associated with each scenario to
implement your email announcements and training
activities
Take the time during week 1 of your Pre-Launch to review
these materials and determine which ones can best be
utilized for your organization’s launch. This will become
your communications plan.
Phase 02: Post-Launch
26. 5150
Each scenario includes customizable email templates for the typical
communication tasks in each phase of your Office 365 Launch and
adoption. The emails include direct links to training and resources
to help users learn about Office 365 capabilities. These links are
curated for each scenario. The email templates available include:
Email Templates
The emails are available as Word (.docx) documents. You can select
which templates you want to use, and then customize them freely to
suit your communication objectives by adjusting the copy to fit your
company style, adding your company logo, and filling in content. Be
sure to send emails from a pre-determined sender account (e.g. an
executive sponsor's) to a specific target audience.
Tips and Tricks
Get the word out in other ways than just email!
You can generate anticipation about your Office 365 launch in your physical office space by using the teaser videos and
print-ready posters as part of your awareness campaign.
http://aka.ms/drivevalue
Email Type Phase Function
"Countdown" Pre-launch
Use this messgae to generate excitement and inform employees about the things they'll be able to do
with Office 365. One email per scenario.
"Announcement"
Launch Use this message to kick off the launch and instruct new users to get started with Office 365. One email
per scenario.
"Tips and Tricks"
Post-Launch Use these "Tips and Tricks" to introduce more Office 365 capabilities and help users be more
productive. Three emails per scenario.
Phase 02: Post-Launch
Conduct an early adoption program and update your
Success Plan based on collected feedback
Customize available templates and resources as
appropriate to support your Launch
Execute Pre-Launch, Launch and Post-Launch adoption
activity as you rollout Office 365
Phase 02
Checklist
Phase 02: Checklist
27. 5352
Phase 03.
Drive Value
The initial launch of Office 365 into
your business will lead to people seeing
immediate value. However, this is just
the start. Office 365 will continue to
have new added features and people will
want to do more with the service as their
understanding of it improves.
Setting yourself up to help your people
take advantage of this will lead to
long-term success.
In this phase, you will learn about
post-launch engagement activities and
begin to measure, share successes, and
then iterate to further drive adoption.
Phase 03: Drive Value
Boost
Engagement
and Drive
Adoption
It is important to plan and execute ongoing engagement
activity to drive adoption. This will work to keep people
inspired across the organization after the initial ‘buzz’ of the
services has worn off. It will also ensure that you are getting
the most out of Office 365 in your organization.
It is important to make sure that you’ve got both quantitative
and qualitative data on what’s happening with your
organization's adoption of Office 365. Utilize the workload
usage reports in the admin console for the quantitative data
and end user surveys and Yammer groups for the qualitative.
Make sure that you share successes and send out Office 365
tips regularly. You should also aim to make heroes of the
people who are getting value from Office 365 to inspire others
to do the same.
Use the data that you have gathered to target future
communications that promote the under utilized services,
stressing the “What’s in it for me?” message to your users.
Phase 03: Boost Engagement and Drive Adoption
28. Skype for Business Clients UsedActive Users Report
Office 365 Groups Activity
5554
Tips and Tricks
Measure and record the usage metrics before you start, that way you can see the effectiveness of the adoption activities.
Monitor your
Organization's
Adoption of
Office 365
Within the Office 365 Admin Portal you’ll find reports
available to indicate your current user engagement
levels for the different workloads, use these reports to
identify areas for improving adoption.
Phase 03: Monitor your Organization's Adoption of Office 365
Drive
Adoption
You can help increase Office 365 adoption over time with
ongoing awareness and training activity.
Leverage tips and tricks emails to reinforce skills
development: http://aka.ms/drivevalue
Share success stories as to how your people are using
Office 365 in innovative and impactful ways
Periodically host additional engagement events like
town hall meetings or lunch & learns to drive end user
engagement
Set challenges for people and run competitions to
celebrate the best ways they’ve used Office 365 to
do work differently
Awareness Campaigns
Regular training calendar for refresher sessions
Departmental sessions to share where people are
getting value
Drop-in clinics for people who have challenges
Ensure your helpdesk can answer ‘how do I’ type
questions.
Training
Training is very important as staff understanding of Office 365
will evolve at different rates for each individual or team.
Phase 03: Drive Adoption
29. 56 57
Measure,
Share
Success
and Iterate
Use the Measuring Success Guide to assess how effective
your launch of Office 365 has been. This allows you to
benchmark against set criteria to improve solutions for
your users and allows you to capture successes.
Tips and Tricks
In the Envision Phase of this adoption guide, we set a task to define your success criteria. Be sure to refer to this as you work
your way through the measuring success guide.
http://aka.ms/usersurveys
End-User Survey Templates
Phase 03: Measure, Share Success and Iterate
Use the survey template to measure satisfaction and progress against
your benchmark.
Success stories are often just as valuable as quantitative
measures when demonstrating Office 365 success. Throughout
your rollout, have your project team members and champions
identify examples that demonstrate cross-functional
collaboration and teamwork and share them by using Yammer.
When sharing a story about your experience with Office 365,
be sure to include these details:
Stories about business value can easily be shared internally
through an Office 365 Success Stories group in your Yammer
network. You can also share success stories externally with the
wider Office 365 community via the via the Driving Adoption
community.
http://aka.ms/driveadoption
Tips and Tricks
Have fun! Creating a contest and generating positivity around Office 365 should be interesting and engaging.
Try to create a following.
Time. The story should begin with a time marker, so the
audience knows when it happened.
Characters. The story should feature names, so the
audience knows who was involved.
Events. The story should recount the events that took
place.
Visuals. The audience should be able to picture what
has happened.
Capture
and Share
Success
Phase 03: Measure, Share Success and Iterate
http://aka.ms/measuringsuccess
30. 58 59
Iterate
Driving adoption is a continuous cycle and doesn’t end after
launch day or measuring your launch impact. Continue to look
for new ways where Office 365 can add business value to keep
up with the evolving needs of your users and organization.
Use the insights from your evaluation process to kick
off additional trainings to educate users about best
practices and high-impact Office 365 solutions
Schedule additional business scenario and solutions
development sessions with more departments in your
organization. Afterwards, hold departmental trainings
where you explain how Office 365 can drive success for
each business line
You can use the Productivity Library to help you identify
new Business Scenarios to further utilize Office 365
http://aka.ms/productivitylibrary
Make sure to encourage your users and Champions to
develop ideas for how Office 365 can improve business
practices and to share them with others via engagement
events, community activities, and a Yammer group. Use
these ideas to generate additional solutions and kick off
additional trainings
Phase 03: Measure, Share Success and Iterate
We want them to love this tool, and part of that
is not only listening to employees, but taking
that feedback and truly turning it around and
implementing that feedback.
– Jeff Schuman, Nationwide
Manage and
Prepare
for Change
https://aka.ms/managingchangeO365
Managing Change in Office 365
Your business and the cloud are in constant motion. People are
always looking for new opportunities to work more effectively
and the cloud's continually updated features enables this to
happen.
It’s best to keep an eye on Office 365 Public Roadmap and the
Office blogs to be aware of potential new service features and
updates that you can take advantage of.
Phase 03: Manage and Prepare for Change
31. Features are grouped by development phases
Filter features by app, services, or platform to
identify which features and updates you can
best take advantage of
http://fasttrack.microsoft.com/roadmap
Blog articles are easily shareable across
multiple mediums.
http://blogs.office.com
60 61
Office 365
Public
Roadmap
Phase 03: Office 365 Public Roadmap
Office Blogs
Phase 03: Office Blogs
32. Conduct ongoing activity to drive Office 365 adoption
Monitor and report on Office 365 success metrics
Share Office 365 success stories throughout your
organization
Look for and implement new ways for Office 365 to add
value to your users and organization
Manage and prepare for change
62 63
Manage how your organization
receives updates
Using the Office 365 admin center, you can sign up for an early
release so that your organization receives updates instantly. If
you rather, you can also designate that only certain individuals
receive the updates, or choose to remain on the default release
schedule and receive the updates later. Learn more about your
options here: http://aka.ms/releaseoptions
Have your Office 365 admins use the Message Center (within
the admin portal) to keep Office 365 running smoothly in your
organization.
Message Center
Phase 03: Manage and prepare for change Phase 03: Checklist
Phase 03
Checklist